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So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.
If you are a seasoned business owner, today’s episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C., is sharing business-planning expertise, strategies and mistakes business owners make.
Gifting Earlier Might Make Sense [...]
Today we’re sharing five of the most common retirement mistakes. Find out what they are and how you can avoid them.
2021 Estate Tax Exemption [...]
Save for Retirement With an HSA [...]
On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics.
On today’s episode of How Money Works, we’re sharing advice about how to prepare financially for the year ahead.
On today’s episode of How Money Works, let’s have some fun and play retirement fact or fiction. Keep in mind, as with many retirement planning scenarios, the answer is not always clear-cut because it depends on your situation.
On today’s episode of How Money Works, let’s talk about some of the areas of your financial life where you might be flirting with disaster and how you can fix it.
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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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